See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,885 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,022 | $48,576-32.0% | $169,463-80.5% | $56,287-41.3% |
| Participation rate | 87.5% | 65.8%+21.7pp | 77.8%+9.7pp | 69.9%+17.6pp |
| Annual return | -6.36% | -2.51%-3.9pp | 1.83%-8.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,280 | $1,559+46.2% | $4,159-45.2% | $2,111+8.0% |
| Participant deferral / active EE | $3,339 | $3,275+2.0% | $5,277-36.7% | $3,350-0.3% |
| Admin fee / account holder | $41 | $435-90.6% | $9,109-99.6% | $521-92.2% |